Factset Research Systems Inc
FDS- Exchange
- NYSE
- Industry
- Services-Computer Programming, Data Processing, Etc.
- SEC CIK
- 0001013237
No open-market purchases or sales by Factset Research Systems Inc insiders were filed in the last 90 days; 767 institutions reported holding it in 13F filings for Q2 2026, worth $9.22B in total; Markel Group is the only superinvestor holding it.
13F holders, Q1 2025
Institutional positions in Factset Research Systems Inc as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 828
- −5 vs. Q4 2024
- Shares held
- 35.6M
- −153.5K (−0.4%) vs. Q4 2024
- Total value
- $16.2B
- −$988.1M (−5.8%) vs. Q4 2024
- New holders
- 86
- 274 more added
- Sold out
- 91
- 300 more reduced
14 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FDS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 767 | $9.22B |
| Q1 2026 | 726 | $8.21B |
| Q4 2025 | 798 | $10.6B |
| Q3 2025 | 775 | $10.6B |
| Q2 2025 | 837 | $15.9B |
| Q1 2025 | 828 | $16.2B |
| Q4 2024 | 847 | $17.2B |
| Q3 2024 | 833 | $16.5B |
| Q2 2024 | 807 | $14.6B |
| Q1 2024 | 782 | $15.9B |
| Q4 2023 | 775 | $16.5B |
| Q3 2023 | 733 | $15.2B |
| Q2 2023 | 737 | $13.7B |
| Q1 2023 | 723 | $14.0B |
| Q4 2022 | 743 | $13.5B |
| Q3 2022 | 692 | $13.8B |
| Q2 2022 | 693 | $13.0B |
| Q1 2022 | 704 | $14.8B |
| Q4 2021 | 695 | $16.5B |
| Q3 2021 | 621 | $13.1B |
| Q2 2021 | 595 | $11.1B |
| Q1 2021 | 577 | $10.3B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ensign Peak Advisors, Inc | 17,831 | $8.11M | 0.02% | −3,223−15.3% | Reduced |
| Norges Bank | 18,258 | $8.30M | 0.00% | −7,002−27.7% | Reduced |
| Papp L Roy & Associates | 18,308 | $8.32M | 1.02% | −545−2.9% | Reduced |
| TownSquare Capital, LLC | 18,350 | $8.34M | 0.09% | −7,021−27.7% | Reduced |
| Danske Bank A/S | 18,359 | $8.35M | 0.03% | −4,136−18.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 18,732 | $8.41M | 0.03% | −82−0.4% | Reduced |
| JGP Wealth Management, LLC | 18,504 | $8.41M | 1.11% | −2,309−11.1% | Reduced |
| Great West Life Assurance Co | 19,589 | $8.91M | 0.02% | +1,364+7.5% | Added |
| Mattern Capital Management, LLC | 19,642 | $8.93M | 1.14% | +169+0.9% | Added |
| Thrivent Financial for Lutherans | 19,679 | $8.95M | 0.02% | −112−0.6% | Reduced |
| Prudential Financial Inc | 19,969 | $9.08M | 0.01% | −149−0.7% | Reduced |
| Whittier Trust Co | 20,283 | $9.22M | 0.13% | +721+3.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 20,320 | $9.24M | 0.03% | +90.0% | Added |
| Victory Capital Management Inc | 21,957 | $9.98M | 0.01% | −4,992−18.5% | Reduced |
| Truist Financial Corp | 22,199 | $10.1M | 0.02% | −906−3.9% | Reduced |
| Kennedy Capital Management, Inc. | 22,241 | $10.1M | 0.24% | −1,870−7.8% | Reduced |
| Franklin Resources Inc | 22,328 | $10.2M | 0.00% | +1,560+7.5% | Added |
| TD Asset Management Inc | 22,732 | $10.3M | 0.01% | −26−0.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 22,983 | $10.4M | 0.03% | −1,703−6.9% | Reduced |
| Interval Partners, LP | 23,369 | $10.6M | 0.38% | +3,007+14.8% | Added |
| Pictet Asset Management Holding SA | 23,720 | $10.8M | 0.01% | +864+3.8% | Added |
| Manufacturers Life Insurance Company, The | 24,020 | $10.9M | 0.01% | −371−1.5% | Reduced |
| APG Asset Management N.V. | 26,300 | $11.1M | 0.03% | −200−0.8% | Reduced |
| New York State Common Retirement Fund | 24,627 | $11.2M | 0.02% | −13,300−35.1% | Reduced |
| AQR Capital Management LLC | 25,022 | $11.3M | 0.01% | −3,425−12.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 25,488 | $11.6M | 0.01% | +13,240+108.1% | Added |
| State of Wisconsin Investment Board | 25,739 | $11.7M | 0.03% | +609+2.4% | Added |
| Wendell David Associates Inc | 25,767 | $11.7M | 1.17% | −4,210−14.0% | Reduced |
| Canoe Financial LP | 26,155 | $11.9M | 0.19% | +500+1.9% | Added |
| Aviva PLC | 26,218 | $11.9M | 0.03% | +3,296+14.4% | Added |
| Voya Investment Management LLC | 26,418 | $12.0M | 0.01% | −450−1.7% | Reduced |
| Freestone Grove Partners LP | 26,428 | $12.0M | 0.12% | +25,624+3,187.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 26,838 | $12.0M | 0.13% | −902−3.3% | Reduced |
| Prana Capital Management, LP | 27,458 | $12.5M | 0.51% | +25,647+1,416.2% | Added |
| The PNC Financial Services Group, Inc. | 27,472 | $12.5M | 0.01% | −223−0.8% | Reduced |
| National Bank of Canada | 28,364 | $12.9M | 0.02% | −2,855−9.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 28,394 | $12.9M | 0.03% | −1,469−4.9% | Reduced |
| Baird Financial Group, Inc. | 28,931 | $13.2M | 0.03% | +1,066+3.8% | Added |
| Standard Life Aberdeen plc | 30,575 | $13.8M | 0.03% | −44,501−59.3% | Reduced |
| Bath Savings Trust Co | 30,887 | $14.0M | 1.45% | −635−2.0% | Reduced |
| New York State Teachers Retirement System | 31,705 | $14.4M | 0.03% | −1,005−3.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 32,959 | $14.8M | 0.05% | −1,621−4.7% | Reduced |
| Marks Group Wealth Management, Inc | 32,850 | $14.9M | 1.44% | +1,285+4.1% | Added |
| Azora Capital LP | 33,506 | $15.2M | 1.03% | +33,506 | New |
| State of Michigan Retirement System | 33,635 | $15.3M | 0.09% | 00.0% | Unchanged |
| Running Oak Capital LLC | 33,898 | $15.4M | 1.86% | +3,988+13.3% | Added |
| Two Sigma Investments, LP | 34,030 | $15.5M | 0.03% | +26,986+383.1% | Added |
| State Board of Administration of Florida Retirement System | 34,700 | $15.8M | 0.03% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 35,453 | $16.1M | 0.04% | +453+1.3% | Added |
| Man Group plc | 35,989 | $16.4M | 0.05% | +1,509+4.4% | Added |
| Bank of Montreal | 36,153 | $16.4M | 0.01% | −16,896−31.8% | Reduced |
| Heron Bay Capital Management | 37,011 | $16.8M | 3.54% | −67−0.2% | Reduced |
| Woodline Partners LP | 37,891 | $17.2M | 0.11% | +35,609+1,560.4% | Added |
| Alliancebernstein L.P. | 38,972 | $17.7M | 0.01% | −1,771−4.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 43,254 | $18.4M | 0.18% | −932−2.1% | Reduced |
| Stifel Financial Corp | 42,207 | $19.2M | 0.02% | −2,539−5.7% | Reduced |
| Russell Investments Group, Ltd. | 42,469 | $19.3M | 0.03% | +11,197+35.8% | Added |
| Saybrook Capital | 46,467 | $21.1M | 5.83% | −2,295−4.7% | Reduced |
| Principal Financial Group Inc | 49,837 | $22.7M | 0.01% | −329−0.7% | Reduced |
| Massachusetts Financial Services Co | 50,653 | $23.0M | 0.01% | −339,243−87.0% | Reduced |
| Janney Montgomery Scott LLC | 51,674 | $23.5M | 0.07% | +14,514+39.1% | Added |
| Sone Capital Management, LLC | 52,852 | $24.0M | 2.47% | +52,852 | New |
| Price T Rowe Associates Inc | 55,398 | $25.2M | 0.00% | +102+0.2% | Added |
| Ninety One North America, Inc. | 59,342 | $27.0M | 1.82% | −4,701−7.3% | Reduced |
| California State Teachers Retirement System | 60,571 | $27.5M | 0.03% | −793−1.3% | Reduced |
| Copeland Capital Management, LLC | 64,749 | $29.4M | 0.59% | −1,305−2.0% | Reduced |
| Earnest Partners LLC | 64,915 | $29.5M | 0.14% | −650−1.0% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 66,576 | $30.3M | 0.51% | 00.0% | Unchanged |
| Citigroup Inc | 72,773 | $33.1M | 0.03% | +34,129+88.3% | Added |
| Dundas Partners LLP | 74,556 | $33.9M | 2.50% | 00.0% | Unchanged |
| SEI Investments Co | 78,877 | $35.9M | 0.05% | +7,362+10.3% | Added |
| BNP Paribas Arbitrage, SA | 79,596 | $36.2M | 0.03% | −1,768−2.2% | Reduced |
| Rhumbline Advisers | 83,310 | $37.9M | 0.04% | +4,364+5.5% | Added |
| LPL Financial LLC | 83,515 | $38.0M | 0.01% | +7,529+9.9% | Added |
| FMR LLC | 84,334 | $38.3M | 0.00% | +1,953+2.4% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 85,016 | $38.7M | 0.08% | +3,223+3.9% | Added |
| HighTower Advisors, LLC | 89,018 | $40.5M | 0.05% | −4,841−5.2% | Reduced |
| Nomura Asset Management Co Ltd | 91,861 | $41.8M | 0.13% | +80,370+699.4% | Added |
| Natixis Advisors, L.P. | 92,337 | $42.0M | 0.08% | −11,015−10.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 97,887 | $44.5M | 0.03% | +9,402+10.6% | Added |
| Envestnet Asset Management Inc | 99,270 | $45.1M | 0.01% | −21,845−18.0% | Reduced |
| HSBC Holdings PLC | 109,776 | $49.8M | 0.03% | +4,280+4.1% | Added |
| Millennium Management LLC | 110,409 | $50.2M | 0.05% | +40,800+58.6% | Added |
| Barclays PLC | 110,446 | $50.2M | 0.02% | +11,516+11.6% | Added |
| Royal Bank of Canada | 111,976 | $50.9M | 0.01% | −1,046−0.9% | Reduced |
| CBOE Vest Financial, LLC | 115,354 | $52.4M | 0.81% | +115,354 | New |
| Markel Group Inc.SuperinvestorMarkel Group | 116,720 | $53.1M | 0.47% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 118,789 | $54.0M | 0.01% | −3,078−2.5% | Reduced |
| Nuveen, LLC | 119,100 | $54.1M | 0.02% | +119,100 | New |
| Royal London Asset Management Ltd | 132,797 | $60.4M | 0.14% | +13,421+11.2% | Added |
| Raymond James Financial Inc | 147,316 | $67.0M | 0.03% | +3,384+2.4% | Added |
| Everett Harris & Co | 148,361 | $67.5M | 0.87% | −1,478−1.0% | Reduced |
| California Public Employees Retirement System | 165,942 | $75.4M | 0.05% | −5,245−3.1% | Reduced |
| Goldman Sachs Group Inc | 169,635 | $77.1M | 0.01% | −53,012−23.8% | Reduced |
| American Capital Management Inc | 177,632 | $80.8M | 3.29% | +3,639+2.1% | Added |
| UBS Group AG | 189,240 | $86.0M | 0.02% | +29,669+18.6% | Added |
| Deutsche Bank AG | 189,577 | $86.2M | 0.03% | +12,198+6.9% | Added |
| Voloridge Investment Management, LLC | 199,663 | $90.8M | 0.34% | +55,528+38.5% | Added |
| Macquarie Group Ltd | 219,786 | $99.9M | 0.12% | −44,498−16.8% | Reduced |
| Tandem Investment Advisors, Inc. | 250,420 | $113.9M | 3.97% | +6,009+2.5% | Added |